Snapshots That Wow!

Learning to be antifragile since COVID-19

The change in India's oil import mix preceded the current crisis.

Source: Markets by Zerodha

Duniya ki yahi reet hai

Improved mechanisation/ automation, doesn’t eat up jobs but just shifts them to another sector. Agriculture gave way to manufacturing which gave way to transportation and utilities which then gave way to all sorts of services.

Source: Deutsche Bank

The heart isn’t where the home is at the moment

42000+ US home purchases were canceled in February which equates to 13.7% of all homes under contract.

That's the highest cancellation percentage for any February on record.

Source: Redfin

Bijlee khadi, yahan bijli khadi!

China's two largest power grid firms issued a record $131 billion of bonds in 2025.

This has more than DOUBLED since 2024, posting the 2nd consecutive annual increase.

State Grid alone issued $110 billion, almost TRIPLING the previous year's total.

So far in 2026, State Grid and China Southern Power Grid have raised another $13.5 billion in bond sales.

Source: Bloomberg

WB has the last laugh

“Oil currently flowing through global shipping routes is down to ~1,430 million barrels, down -270 million over the last 3 weeks.

Meanwhile, OECD Europe and Americas commercial crude flows are up to ~960 million barrels, the highest since at least 2024.

Since the start of 2026, Western commercial crude flows have risen +50 million barrels, even as global oil in transit collapses.

The US is pumping and selling oil like never before.”

Source: Goldman Sachs

Kya se kya ho gaya